1.      Setup Band->Inventory->Purchasing->Transaction->PO Requirements/Generation

2.      Click on Purchasing Criteria Id (underlined) to search for an existing PORG.

3.      Double click on the PORG you wish to automate.

4.      The criteria will fill in the Criteria tab screen.

5.      IMPORTANT NOTE:  At NO time in the process will you click on the “Generate Requirements” icon at the top of the screen.  The criteria should already be established and saved at this point.  If you do click on the icon, the scheduled job will not execute properly and generate an error.

6.      Click on the “Factor” tab, go to the bottom of the screen, locate the “Scheduled Task Options”.

7.      In the “Task Type” pulldown, select “Auto-Buy”.  This will enable the “Price Items” check box.  Leave the check box enabled.

8.      Go to the top of the screen and click on the “Schedule” icon.  A dialog message may appear, “Multiple schedules already exist for this window.  Would you like to edit an existing schedule?”.  If you have already created a schedule, select “Yes”.  If this is the first time you are scheduling a PORG, select “No”.

9.      The “Schedule Task” dialog will appear.  Enter the Task Name and Description in the first two fields.  They should mirror the existing PORG name/description.

10.   Fill in the Start and Stop date.  Typically, the start date will be today, the end date is already filled in.  Note you can double click on the calendar icon, to bring up a calendar to select from.

11.   The “Run Once” can be used for testing purposes.  When creating a live production task, you will leave this unchecked.  Select the desired time of day to run.

12.   Select the desired “Recurrence Pattern”.  Typically, setup as a Weekly schedule, with check boxes to select on the days to run.

13.   Review and then click the “Make task active” check box.  Your automated task is now set to run at the criteria you have just entered.  To view the scheduled job, go to the Scheduled Task Manager.  It should show the job you just created with a status of “Active”.

DetailedSteps

                                             Note: Be sure to have a User to copy from who has the same system access as the new User or Users.

1.      Setup Band->Inventory->Purchasing->Transaction->PO Requirements/Generation

2.      Click on Purchasing Criteria Id (underlined) to search for an existing PORG.

 

3.      Double click on the PORG you wish to automate.

4.      The criteria will fill in the Criteria tab screen.

5.      Click on the “Factor” tab, go to the bottom of the screen, locate the “Scheduled Task Options”.

6.       In the “Task Type” pulldown, select “Auto-Buy”.  This will enable the “Price Items” check box.  Leave the check box enabled

7.      Go to the top of the screen and click on the “Schedule” icon.  A dialog message may appear, “Multiple schedules already exist for this window.  Would you like to edit an existing schedule?”.  If you have already created a schedule, select “Yes”.  If this is the first time you are scheduling a PORG, select “No”

8.      The “Schedule Task” dialog will appear.  Enter the task name and description in the first two fields.  They should mirror the existing PORG name/description.

9.      Fill in the Start Date and Stop date.  Typically, the start date is today, the end date is already filled in.

10.   While testing, the “Run Once” can be checked.  If setting up a production schedule, leave this checked off.

11.   Select the desired “Recurrence Pattern”

12.   Review and check the “Make task Active” check box.

13.   The completed dialog should look similar to:

14.   The schedule job will appear in the “Schedule Task Manager” as an “Active” job. After the job runs, the “Last Run Status” will show “Success” or “Failed”.  If it runs successfully, you can go to the Purchase Order Entry screen, and search for all the PO’s that were created at the time of the execution.